Tax Senior Associate | Private Equity Outsourcing in Boston, Massachusetts

Essential Functions And Primary Duties

Review of all federal and state tax returns and K-1s and related filings

Assist in gathering data and preparing schedules to be used in preparing tax returns

Coordinate tax compliance processes with clients' functional teams and clients' external service providers

Review quarterly and year-end estimates

Assist in reviewing and responding to federal and state tax notices

Support clients' tax function's operational processes

Oversee, train and assist associate team members

Able and willing to work with client personnel at client location, if needed

Meet time restraints and deadlines

Support lead person in charge of tax engagement

Begin to build and develop quality relationships with clients

Become proficient at tax research

Assist with other projects as necessary

Master's in Accounting, Finance or related field

Bachelor's degree required;
Master's degree preferred in Accounting, Taxation or related field preferred

2 years of experience in public accounting or related field

CPA candidates preferred

Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary

Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally

Proficient use of applicable technology

Must be able to travel based on client and business needs

CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast. CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.